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BAUMAN WEALTH ADVISORS
BAUMAN ADVISORY GROUP, LLC
CRD 153061 · SEC 801-131480
10501 W GOWAN RD, SUITE #100, LAS VEGAS, NV, 89129, United States
Phone
702-897-9997
Fax
702-893-9997
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$206.4M
Discretionary AUM
$206.4M
Team
19 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
Yes
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 447 | $125.7M |
| High net worth individuals | 44 | $79.1M |
| Pension/profit sharing plans | 1 | $1.5M |
| Charitable organizations | 1 | $123K |
States served
AZ, CA, NV, OR, UT, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD